Integrations

Syncing Time Entries

Export billable time to your PMS

Last updated February 25, 2026

# Syncing Time Entries

Sync billable time from ObituaryMonitor to Clio or MyCase.

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## Automatic Time Tracking

We can automatically track time spent on:

  • Reviewing obituary matches
  • Confirming or dismissing matches
  • Managing case details
  • Generating reports

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## How to Sync

### From a Case

  1. Open the case details page
  2. Click "Export to [Clio/MyCase]"
  3. Select time entries to sync
  4. Choose the matter/case
  5. Click "Sync"

### Bulk Export

  1. Go to Activity Logs
  2. Select multiple entries
  3. Click "Export to PMS"
  4. Choose destination

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## Time Entry Details

What gets synced:

  • Date of activity
  • Duration (hours/minutes)
  • Activity description
  • Billable status
  • Matter association

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## Best Practices

  • Sync regularly (daily or weekly)
  • Review entries before syncing
  • Link cases to matters for organization
  • Use detailed narratives for billing

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